Journal / October 24, 2026

October 2026, Week 4 | Investment Journal

A review of the fourth week of October 2026, including worries about the decline in AI-related stocks, hopes for Broadcom, and disappointment with JX Advanced Metals in Japan.

Trades this week

3 trades

U.S. stocks

3 trades
  • BuyBroadcomAVGO1 share
  • BuyMeta PlatformsMETA1 share
  • BuyMeta PlatformsMETA1 share

Dividends this week

No dividends this week.

U.S. stocks

U.S. stocks fell sharply this week. With most of my portfolio in AI-related stocks, the decline really hurt.

For now, I just have to be patient. I am hoping they will recover eventually. I especially want Broadcom (AVGO) to pull through.

Japanese stocks

The Japanese stocks I picked last week have been a mess too. JX Advanced Metals (5016) in particular has been painfully weak. I wish I had gone with Sony Group (6758) instead.

Maybe I will be stuck holding these for a while. All I can do is wait for the tide to turn.